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Manuel Enrique Collazo

Investment adviser representative at Transamerica Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Transamerica Financial Advisors, IncJan 2025 to now
  2. Bevman IgroupJan 2022 to now
  3. IonfiAug 2021 to now
  4. Legacy Mortgage Lending CorpJan 2021 to now
  5. WfgiaDec 2015 to now
  6. Transamerica Financial Advisors, IncJan 2021 to Dec 2023
  7. Delta Insurance Consulting Group LLCSep 2016 to Aug 2021
  8. Transamerica Financial Advisors, IncFeb 2015 to Feb 2019
  9. Premier InsuranceMay 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (FL).

Transamerica Financial Advisors, LLC

$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1633790
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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